Trading the Markets is a Humbling Experience

Just ask JP Morgan security analyst that put out this bold buy recommendation literally minutes before Texas Instruments warned and stock shed 8.15% after hours.   Hot Research PM | THURSDAY,…


Corzine's Loss May Be Soros's Gain - WSJ.com

Investor George Soros's family fund bought about $2 billion of European bonds formerly owned by MF Global Holdings Ltd., the very debt that helped force the securities firm to file for bankruptcy…


Hedge funds braced for worst year since 2008 - FT.com

Hedge funds braced for worst year since 2008 By Sam Jones in London and Dan McCrum in New York Hedge funds are set to rack up their second-worst year in two decades after taking a beating from the…


Kyle Bass's promotion machine- the more bearish he bets, the more money he raises.

It's interesting to note Kyle Bass's, Hayman Capital Advisors Form 13F filings.  I've posted his most recent one from Sept 30, 2011.  .  Now I've posted his Sept 30th 2010 return below where he had…


The Dow Jones Credit Suisse Core Hedge Fund Index was down 0.95% in November as a majority of component strategies declined.

The Dow Jones Credit Suisse Core Hedge Fund Index Down 0.95% in November   The Dow Jones Credit Suisse Core Hedge Fund Index was down 0.95% in November as a majority of component strategies…


So, you know what Kyle Bass says, what does he do? Hayman Capital 13 F

Maybe I just don't get it but did Bass bet $577 million of the fund's $739 million in assets on a put position on the SPDR 500 ETF? Please somebody set me straight. He could have some horrific…


ONLY 23% OF STOCK-FUND MANAGERS were ahead of the S&P this year through Nov. 30, according to Bank of America Merrill Lynch.

Can't anybody play this game?  In pro baseball, most hitters will tell you they usually don't want to know whether a teammate thinks he's stolen the catcher's sign for the next pitch. Not only is…


17.5 trillion in retirement assets searching for returns

Investment Company Institute: Total US Retirement Assets Rose 5.2% in 4Q:2010 May 06, 2011   According to the Investment Company Institute (ICI), US retirement assets totaled $17.5 trillion as…


DJ UPDATE: US Judge Rejects Apple Request To Ban Samsung Galaxy Sales

I don't think this will impact our pairs trade much but it certainly blows apart the thesis.  The bottom line is that Apple's chart looks more bullish than Google's this week.  There may be a short…